Group 1 - The core point of the article is that Zhongyan Dadi has been awarded a contract for the land-based water intake and discharge project at the Zhejiang Jin Qimen Nuclear Power Plant by China Nuclear Industry Construction Corporation [1] - The company reported that its revenue composition for the first half of 2025 is as follows: Geotechnical engineering accounts for 94.16%, product sales for 4.87%, environmental remediation for 0.53%, and others for 0.44% [1] - As of the report, Zhongyan Dadi has a market capitalization of 4.1 billion yuan [1]

Core Viewpoint - The company has been awarded a subcontract for the land intake and discharge project of the Zhejiang Jin Qimen Nuclear Power Plant, which is expected to positively impact its future operating performance [1] Group 1: Project Details - The company received a "Notice of Award" from China Nuclear Industry Construction Corporation, confirming its role as the successful bidder for the GE tunnel excavation and CC pile foundation engineering subcontract [1] - The signed contract amount is RMB 77 million, with a tax rate of 9% [1] Group 2: Business Impact - The awarded project falls within the company's main business operations, indicating a strategic alignment with its core competencies [1] - If the formal contract is signed and the project is implemented smoothly, it will have a positive effect on the company's future financial performance [1]

签约金额：人民币大写柒仟柒佰万零叁佰贰拾玖元玖角贰分(金额小写： 77,000,329.92元，税率9%） 中标单位：北京中岩大地科技股份有限公司 采购实施单位：中国核工业建设股份有限公司 采购需求单位：中国核工业第二二建设有限公司 公司与招标人不存在关联关系。 北京中岩大地科技股份有限公司 关于收到中标通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 近日，北京中岩大地科技股份有限公司（以下简称"公司"）收到由中国 核工业建设股份有限公司发出的《成交通知书》（采购编号：CNEC-GC-GKXJ- 25-15525），确定公司为中核二二浙江金七门核电厂1、2号机组陆域取排水项 目GE隧道明挖部分、CC井桩基工程专业分包采购的成交方，现将中标情况公告 如下： 一、中标项目主要内容 项目名称：中核二二浙江金七门核电厂1、2号机组陆域取排水项目GE隧道 明挖部分、CC井桩基工程专业分包常规采购项目 证券代码：003001 证券简称：中岩大地 公告编号：2025-089 2025年10月14日 该项目尚未签订正式合同，项目具体内容及实施等以最终签署的合同为 ...

10月10日，中岩大地大宗交易成交15万股，成交额308.1万元，占当日总成交额的2.73%，成交价20.54元，较市场收盘价 23.15元折价11.27%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-10-10 | 003001 | 中岩大地 | 20.54 | 15.00 | 308.10 中信建投证券股份 | | 红塔证券股份有限 | | | | | | | 有限公司北京望京 | | 公司北京丰科路证 | | | | | | | 证券营业部 | 券营业部 | | ...

Summary of Key Points Core Viewpoint The company, Beijing Zhongyan Dadi Technology Co., Ltd., has announced the provision of guarantees for its subsidiaries, totaling up to RMB 160 million, to support their daily operations and financing needs. This includes various types of guarantees such as performance bonds and credit guarantees. Group 1: Guarantee Overview - The company has approved a guarantee limit of up to RMB 160 million for its subsidiaries, which includes various forms of financial support such as bank credit applications and performance guarantees [1] - The guarantee types include credit guarantees, mortgage guarantees, and pledge guarantees, with a validity period of one year from the date of the shareholders' meeting approval [1] Group 2: Progress on Guarantees - The company has issued performance bonds for its wholly-owned subsidiaries, with amounts of RMB 919,200 for Beijing Zhongyan Dadi Engineering Technology Co., Ltd. and RMB 6,659,665 for Beijing Zhongyan Dadi New Energy Technology Co., Ltd. [2][9] - A new "Digital Factoring Tripartite Cooperation Agreement" has been signed with Huaxia Bank and a financial service company, allowing the company to provide joint liability guarantees for its subsidiaries' payment obligations [2][10] Group 3: Subsidiary Information - Beijing Zhongyan Dadi Engineering Technology Co., Ltd. has a registered capital of RMB 10 million and was established on February 2, 2018, focusing on engineering management and technical services [3][4] - Beijing Zhongyan Dadi New Energy Technology Co., Ltd. has a registered capital of RMB 41.26 million and was established on February 1, 2021, specializing in new energy technology and related services [6][4] Group 4: Financial Situation - As of the disclosure date, the total amount of guarantees provided by the company to its subsidiaries is RMB 10.1567 million, which accounts for 0.84% of the company's audited net assets for the year 2024 [12]

Investment Rating - The report maintains an "Outperform" rating for the construction materials sector, indicating expected performance above the market index by more than 10% over the next 6 to 12 months [5][89]. Core Views - The introduction of the "Stabilization Growth Work Plan for the Building Materials Industry (2025-2026)" aims to enhance profitability and strengthen industry management, promoting a competitive environment [1][3]. - Cement prices have seen a significant increase of 1.5% recently, with expectations for further price hikes as companies strive to meet annual growth targets [2][22]. - The glass market is experiencing a slight price increase, supported by downstream replenishment, although demand acceptance at higher prices remains limited [2][37]. - The fiberglass market shows stable pricing for non-alkali yarn, while electronic yarn remains in high demand, indicating a robust market for high-end products [2][54]. Summary by Sections Cement - National cement prices have risen significantly, with a 1.5% increase noted. Companies are expected to continue pushing for price increases as the fourth quarter approaches [2][22]. - The report anticipates that cement companies will maintain upward price momentum to achieve annual growth targets [2][22]. Glass - Float glass prices have shown a slight increase, supported by replenishment from downstream sectors, although the acceptance of high prices is limited [2][37]. - The photovoltaic glass market has seen a slight decline in demand, with inventory levels increasing, but manufacturers are maintaining stable pricing strategies [2][45]. Fiberglass - The price of non-alkali yarn remains stable, with mainstream prices for 2400tex yarn at 3250-3700 CNY/ton, while electronic yarn prices are stable due to high demand in the high-end market [2][54]. Investment Recommendations - The report suggests focusing on the cement and glass sectors due to stricter supply controls and improving profitability. Recommended companies include Conch Cement, Huaxin Cement, and Qibin Group [3][5]. - For fiberglass, companies like China National Materials and China Jushi are highlighted as beneficiaries of structural demand growth [3][5]. - In the construction sector, a recovery in infrastructure investment is anticipated, with recommendations for companies such as China Railway Construction and China State Construction [3][5].

Core Insights - The professional engineering sector experienced a rise of 2.21% on September 30, with Shikong Technology leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Shikong Technology (605178) closed at 35.83, with a gain of 10.01% and a trading volume of 57,600 shares [1] - China Zhongzhi (601618) also saw a significant increase of 10.00%, closing at 3.85 with a trading volume of 4,899,700 shares [1] - Other notable performers included Roman Co. (605289) with a 6.11% increase, and Honglu Steel Structure (002541) with a 5.40% increase [1] Market Capital Flow - The professional engineering sector saw a net inflow of 409 million yuan from institutional investors, while retail investors experienced a net outflow of 262 million yuan [2] - The main stocks with significant net inflows included China Zhongzhi with 426 million yuan and Roman Co. with 77.27 million yuan [3] - Conversely, retail investors showed a net outflow from stocks like China Zhongzhi and Roman Co., indicating a shift in investment behavior [3]

证券代码：003001 证券简称：中岩大地 公告编号：2025-088 北京中岩大地科技股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 北京中岩大地科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 16 日、2025 年 5 月 9 日召开第三届董事会第二十八次会议，2024 年年度股东大 会，会议审议通过了《关于公司及子、孙公司 2025 年度向银行申请授信额度及 对外担保事项的议案》，同意公司根据实际需要为子公司的日常经营事项提供合 计不超过人民币 1.6 亿元的担保额度（包括但不限于申请银行综合授信、开具保 函（含代开保函）、各类融资业务担保、供应链金融业务承诺的应付账款担保、 向供应商申请信用账期的担保、项目履约担保等）。上述担保类型包括但不限于 信用担保（含一般保证、连带责任保证等）、抵押担保、质押担保等。本次担保 额度期限自股东大会审议通过之日起一年。具体内容详见公司于 2025 年 4 月 18 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于公司及 ...

Market Overview - On September 16, the professional engineering sector rose by 0.29% compared to the previous trading day, with Baili Technology leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Performers - Baili Technology (603959) closed at 7.11, up 10.06% with a trading volume of 733,600 shares and a transaction value of 521 million [1] - Donghua Technology (002140) closed at 11.82, up 6.10% with a trading volume of 612,900 shares and a transaction value of 732 million [1] - Rishang Group (002593) closed at 5.43, up 3.04% with a trading volume of 432,500 shares and a transaction value of 232 million [1] Underperformers - Nenghuizhi (301046) closed at 25.27, down 2.43% with a trading volume of 76,500 shares and a transaction value of 191 million [2] - Tongguan Mining Construction (920019) closed at 24.62, down 2.19% with a trading volume of 42,600 shares and a transaction value of 105 million [2] - Bandi Technology (300712) closed at 27.75, down 2.05% with a trading volume of 70,400 shares and a transaction value of 195 million [2] Capital Flow - The professional engineering sector experienced a net outflow of 97.7 million from institutional investors, while retail investors saw a net inflow of 108 million [2][3] - Donghua Technology had a net inflow of 127 million from institutional investors, but a net outflow of 47.7 million from speculative funds [3] - Rishang Group saw a net inflow of 42.2 million from speculative funds, while also experiencing a net outflow of 17.6 million from institutional investors [3]

近日，公司收到易山先生出具的《简式权益变动报告书》《关于减持股份实施情况的告知函》，获悉易 山先生于2025年9月8日，通过集中竞价方式减持股份94,135股，本次减持完成后其持股比例由5.03425% 降至4.99998%。本次权益变动致其持股比例降至5%以下，且触及1%整数倍，现将具体情况公告如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：003001 证券简称：中岩大地 公告编号：2025-087 北京中岩大地科技股份有限公司 关于持股5%以上股东持股比例降至5%以下暨 权益变动触及1%整倍数的公告 公司持股5%以上股东易山先生保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 北京中岩大地科技股份有限公司（以下简称"公司"或"本公司"）于2025年8月15日披露了《关于持股5% 以上股东减持股份的预披露公告》（公告编号：2025-064）。易山先生拟于2025年9月8日至2025年12月 7日期间，通过集中竞价、大宗交易方式减持本公司股份不超过5,230,000股，占公司总股本的2. ...